Weekly Scoreboard*

S&P 500 7,500.6 +1.4%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weekly Market Wrap by Edward Jones.

Indices

• DJIA 51,564.7 +1.4%

• NASDAQ 26,517.9 +2.7%

• Russell 2000 2,979.8 +2.0%

• NYSE FANG+ 17,624.0 +3.4%

• Goldman 50 Most Shorted 325.6 +4.5%
• Vaneck Social Sentiment 38.0 +3.0%

• Wilshire 5000 74,373.3 +1.4%

• Russell 1000 Growth 4,964.9 +1.5%

• Russell 1000 Value 2,383.1 +1.2%

• S&P 500 Consumer Staples 927.0 -2.2%

• Bloomberg Cyclicals/Defensives Index(Ex Telecom) 262.7 +2.3%
  

• NYSE Technology 10,171.4 +5.3%

• Transports 21,637.9 -3.9%

• Utilities 1,120.0 +1.2%

• MSCI Europe Banks 126.4 +9.6%
  

• MSCI Emerging Markets 70.7 +4.2%

• Credit Suisse AllHedge Long/Short Equity Index 266.9 +2.1%

• Credit Suisse AllHedge Equity Market Neutral Index 135.0 +.54%

Sentiment/Internals

• NYSE Cumulative A/D Line 617,986 +.5%
• Nasdaq/NYSE Volume Ratio 14.1 -7.6%

• Bloomberg New Highs-Lows Index 231 +118

• Crude Oil Commercial Bullish % Net Position -15.7 +12.2%

• CFTC Oil Net Speculative Position 130,301 -16.4%

• CFTC Oil Total Open Interest 2,006,635 -.9%

• Total Put/Call .89 +7.1%

• OEX Put/Call .26 +2.4%

• ISE Sentiment 179.0 +3.5%

• NYSE Arms 1.84 +59.5%
  
• Bloomberg Global Risk-On/Risk-Off Index 122.3 +.9%
• Bloomberg US Financial Conditions Index 1.13 +17.0 basis points
• Bloomberg European Financial Conditions Index 1.30 +12.0 basis points

• Volatility(VIX) 16.8 -13.6%
• S&P 500 Intraday % Swing 55.0 -74.3%

• CBOE S&P 500 3M Implied Correlation Index 9.0 -22.9%

• G7 Currency Volatility (VXY) 6.49 -1.4%

• Emerging Markets Currency Volatility (EM-VXY) 6.58 -5.3%

• Smart Money Flow Index 20,581.7 -1.0%
• NAAIM Exposure Index  92.8 +13.5

• ICI Money Mkt Mutual Fund Assets $7.873 Trillion n/a

• ICI Domestic Equity Long-Term Mutual Fund/ETFs Weekly Flows +$18.277 Million

• AAII % Bulls 36.6 +20.4%

• AAII % Bears 39.4 -17.4%
• CNN Fear & Greed Index 37.0 (FEAR) +3.0

Futures Spot Prices

• CRB Index 362.1 -2.4%

• Crude Oil 76.9/bbl. -11.4%

• Reformulated Gasoline 297.92 -2.3%

• Natural Gas 3.22 +4.8%
• US Power PJM Western Hub Peak Forward Y1 78.4 USD/Megawatt +3.5% 
• Dutch TTF Nat Gas(European benchmark) 41.3 euros/megawatt-hour -12.7%
  

• Heating Oil 312.7 -9.9% 
• Newcastle Coal 133.8 (1,000/metric ton) -7.8%

• Gold 4,203.0 +.2%
• Silver 65.2 -2.1%
  

• Bloomberg Industrial Metals Index 180.7 +.8%

• Copper 637.1 -.01%

• US No. 1 Heavy Melt Scrap Steel 395.0 USD/Metric Tonne -1.7%

• China Iron Ore Spot 99.40 USD/Metric Tonne -2.2%
• China Battery Grade Lithium Carbonate 24,600.0 USD/metric tonne n/a
• Silicon Data LLM Token Expenditure Index 1.64(price per million tokens) -6.2% 
• inSpectrum Tech Inc. DRAM Spot DDR4 16Gb 2048Mx8 64.59 +2.5%  

• CME Lumber 634.5 +2.7%

• UBS-Bloomberg Agriculture 1,352.2 +1.2%
• US Gulf NOLA Potash Spot 342.50 USD/Short Ton unch.
• US Gulf NOLA Urea Granular Spot 360.0 USD/Short Ton -6.7% 

Economy

• Atlanta Fed GDPNow Q2 Forecast +3.0% -.3 percentage point

• US Recession Within 6 Months Probability(3M/18M Forward Yld Curve Spread) 13.4 -1.0 percentage point

• NY Fed Real-Time Weekly Economic Index 3.10 +6.9%
• Caldara Iacoviello Geopolitical Risk Index 164.2 -16.4% 
• Global Monitor Iran Instability Index 75.0 +11.0
• Strait of Hormuz Oil Tanker Traffic Curtailed 90.0% +9.0 percentage points

• US Economic Policy Uncertainty Index 361.2 +63.7%
• Bloomberg Global Trade Policy Uncertainty Index .4 -.1
• DOGE Total Taxpayer Dollars Saved $215.0 Billion($1,335.40 Savings Per Taxpayer) unch.
• S&P 500 Current Quarter EPS Growth Rate YoY(5 of 500 reporting) +16.1% n/a

• S&P 500 Blended Forward 12 Months Mean EPS Estimate 365.64 +1.26:  Growth Rate +24.3% +.4 percentage point, P/E 20.3 unch.
• S&P 500 Current Year Estimated Profit Margin 15.53% +6.0 basis points
• NYSE FANG+ Current Quarter EPS Growth Rate YoY(0 of 10 reporting) n/a
• NYSE FANG+ Blended Forward 12 Months Mean EPS Estimate 922.57 +11.50: Growth Rate +77.9% +2.2 percentage points, P/E 18.6 -.1

• Citi US Economic Surprise Index 49.1 -7.9 points

• Citi Eurozone Economic Surprise Index -26.7 +15.2 points

• Citi Emerging Markets Economic Surprise Index 39.3 -13.3 points

• Fed Fund Futures imply 0.0%(-2.3 percentage points) chance of -25.0 basis point cut to 3.25-3.5%, 61.5%(-27.5 percentage points) chance of no change, 38.5%(+30.2 percentage points) chance of +25.0 basis point hike to 3.75-4.0% on 7/29

• US Dollar Index 100.9 +1.1%

• MSCI Emerging Markets Currency Index 1,873.5 +.8%
  

• Bitcoin/USD 62,604.2 -2.4%

• Euro/Yen Carry Return Index 211.7 +.1%
• Swiss Franc/Offshore Chinese Renminbi Cross 8.42 -1.0%

• Yield Curve(2s/10s) 27.25 -12.75 basis points

• 10-Year US Treasury Yield 4.45% -3.0 basis points
• Japan 30-Year Yield 3.78% -3.0 basis points

• Federal Reserve's Balance Sheet $6.678 Trillion n/a
• Federal Reserve's Discount Window Usage $6.035 Billion n/a

• U.S. Sovereign Debt Credit Default Swap 42.24 -.3%
  

• Illinois Municipal Debt Credit Default Swap 178.1 -3.2%
  

• Italian/German 10Y Yld Spread 70.0 -3.0 basis points
• UK Sovereign Debt Credit Default Swap 17.9 -6.6%

• China Sovereign Debt Credit Default Swap 38.2 -4.3%
  

• Brazil Sovereign Debt Credit Default Swap 124.3 -1.2%
  

• Israel Sovereign Debt Credit Default Swap 52.2 +7.4%
• Dubai Sovereign Debt Credit Default Swap 62.2 -16.9%

• South Korea Sovereign Debt Credit Default Swap 21.8 -5.7%

• China Corp. High-Yield Bond USD ETF(KHYB) 24.25 +.35%
• China High-Yield Real Estate Total Return Index 119.39 +.3%
  

• Atlanta Fed Low Skill Wage Growth Tracker YoY +3.3% unch.
• Zillow US All Homes Rent Index YoY +1.9% +20.0 basis points
• US Urban Consumers Food CPI YoY +3.1% unch.
• CPI Core Services Ex-Shelter YoY +3.5% unch.
• Cleveland Fed Inflation Nowcast Core PCE YoY +3.30% unch.: CPI YoY +4.01% -4.0 basis points
• 1-Year TIPS Spread 1.86 -42.0 basis points
• 10-Year TIPS Spread 2.26 -4.0 basis points

• Treasury Repo 3M T-Bill Spread 13.5 +1.75 basis points
• 2-Year SOFR Swap Spread -13.5 +.5 basis point

• 3-Month EUR/USD Cross-Currency Basis Swap .5 +1.5 basis points

• N. America Investment Grade Credit Default Swap Index 50.4 -1.2% 
• BofA Private Credit Proxy Index 68.6 -3.9%

• America Energy Sector High-Yield Credit Default Swap Index 110.0 -27.9%
• High-Yield Tech Sector OAS Index 441.75 -.3% 
• Bloomberg TRACE # Distressed Bonds Traded 213.0 -15.0

• European Financial Sector Credit Default Swap Index 54.1 -4.6%

• Emerging Markets Credit Default Swap Index 140.7 -5.3%
  

• MBS 5/10 Treasury Spread 109.0 -1.0 basis point
• Bloomberg CMBS Investment Grade Bbb Average OAS 551.0 -1.0 basis point
• Avg. Auto ABS OAS .47 unch.

• M2 Money Supply YoY % Change +4.7% unch.

• Commercial Paper Outstanding $1,413.1B n/a

• 4-Week Moving Average of Jobless Claims 219,000 +1.8%

• Continuing Claims Unemployment Rate 1.2% unch.
• Kastle Back-to-Work Barometer(entries in secured buildings) 56.5 +.5%

• Average 30-Year Fixed Home Mortgage Rate 6.57% unch.

• Weekly Mortgage Applications 269,500 -3.8%

• Weekly Retail Sales +9.2% +10.0 basis points
• OpenTable US Seated Diners % Change YoY +14.0% +6.0 percentage points
• Box Office Weekly Gross $258.7M -3.8%

• Nationwide Gas $4.00/gallon -.11/gallon

• Baltic Dry Index 2,653.0 -2.8%
• Drewry World Container Freight Index $3,868.9/40 ft Box +11.8%
  

• China (Export) Containerized Freight Index 1,599.1 +13.3%

• Oil Tanker Rate(Arabian Gulf to U.S. Gulf Coast) 215.0 +2.4%
• Truckstop.com Market Demand Index 141.48 -12.4%

• Rail Freight Carloads 289,447 -1.5%
• TSA Total Traveler Throughput 2,638,190 -8.2% 
• US Morning Consult Daily Consume Sentiment Index 89.9 +.3 point
• Rasmussen Reports Daily Presidential Approval Tacking Poll 42.0% +1.0 percentage point

Best Performing Style

• Small-Cap Growth +2.3%

Worst Performing Style

• Small-Cap Value +.7%

Leading Sectors

• Semis +9.0%

• AI Innovation +8.5%
• Airlines +8.3%

• Construction +5.8%
  

• I-Banks +5.3%
  

Lagging Sectors

• Gambling -4.9%

• Energy -6.6%
  

• Computer Services -9.3%

• Oil Service -11.0%
  

• Space -13.1%
  

Weekly High-Volume Stock Gainers (95)

• CAST, HQ, ODD, SWBI, MEI, WYFI, PENG, WOLF, MRVL, CHRN, ENTG, INTC, REAL, KMX, CIFR, MGTX, HNRG, WNC, MTN, DIOD, OUST, FVRR, SMR, LIND, ALAB, GLW, MAMA, CRNC, ICHR, LEU, SHAZ, CEVA, FCEL, SEZL, MKSI, NNE, BROS, DUOT, RBLX, HRI, RKT, PLAB, MIR, ALGM, CLPT, Q, COMP, EC, UUUU, VSH, TSM, OMER, BJRI, SIMO, TTWO, TLN, CPA, BBAR, PTRN, BDC, SKY, CART, EWTX, BDC, CHYM, GEV, EXP, WLY, SSD, OKTA, FRO, KLIC, OKTA, NPO, SNEX, OSW, WDC, MRNA, RMIX, IART, TRVI, UFPI, AMAT, PRM, LGND, TRVI, ORN, CEG, NPKI, MITK, CAT, MGRC, VST, AAL, POOL, MITK, MLM, MGRC, ZLAB and GCMG

Weekly High-Volume Stock Losers (19)

• FCN, TEO, TCOM, SATA, IBM, MSTR, TDW, GIB, STLD, KR, INFY, GLOB, AAMI, EPAM, TNGX, LEGN, NVCR and ACN

ETFs

• High-Volume Gainers

• High-Volume Losers

Stocks

• High-Volume Gainers

• High-Volume Losers

*5-Day Change